Patient File Management

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26 articles in this collection
Written by Timothy, Steven, Smartsoft Helpdesk and 1 other

How to add a Memo to the Messages tab of the Patient File

Adding Memos to the Messages tab of the Patient File
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Written by Renee
Updated over a week ago

Creating Spreadsheet Templates

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Written by Steven
Updated over a week ago

Invoicing from a patient file to a third-party payer

Linking Third Party Payers to Patient Files
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Written by Renee
Updated over a week ago

Deleting an Account

Patient Accounts
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Written by Renee
Updated over a week ago

Using the Image Viewer

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Written by Steven
Updated over a week ago

Adding Default Accounts

Default Accounts, Settings
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Written by Renee
Updated over a week ago

Adding an Account to a Patient File

Patient Accounts
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Written by Renee
Updated over a week ago

Changing the order of patient file tabs

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Written by Timothy
Updated over a week ago

COVID-19 Vaccination Status Warnings

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Written by Timothy
Updated over a week ago

Pinned Tags

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Written by Timothy
Updated over a week ago

Recording a Patient's COVID-19 Vaccination Status

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Written by Timothy
Updated over a week ago

How to Merge Duplicate Patient Files

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Written by Timothy
Updated over a week ago

Printing and Emailing an Appointment Schedule for a Patient

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Written by Timothy
Updated over a week ago

How to Store Medicare & DVA Card Details

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Written by Smartsoft Helpdesk
Updated over a week ago

How to Mark a File Attachment as Confidential

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Written by Timothy
Updated over a week ago

How to Upload an Attachment to a Patient File

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Written by Smartsoft Helpdesk
Updated over a week ago

Marketing Statuses

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Written by Smartsoft Helpdesk
Updated over a week ago

How to Add a Patient Recall

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Written by Smartsoft Helpdesk
Updated over a week ago

Setting up Recall Types

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Written by Smartsoft Helpdesk
Updated over a week ago

How to Create a Patient Task

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Written by Smartsoft Helpdesk
Updated over a week ago

Creating a Treatment Plan

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Written by Smartsoft Helpdesk
Updated over a week ago

Making a Patient File Inactive

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Written by Smartsoft Helpdesk
Updated over a week ago

Adding Tags to Patient Files

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Written by Smartsoft Helpdesk
Updated over a week ago

Patient Contacts and Relationships

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Written by Timothy
Updated over a week ago

Linking Family Members

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Written by Smartsoft Helpdesk
Updated over a week ago

Adding a Referring Doctor to an Account

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Written by Smartsoft Helpdesk
Updated over a week ago